EFS
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Essex Financial Services’s Chemed CHE Stock Holding History

Essex Financial Services’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+430
New +$181K 0.01% 807
2025
Q2 		– Sell
-393
Closed -$242K – 689
2025
Q1 		$242K Sell
393
-18
-4% -$10.2K 0.02% 553
2024
Q4 		$218K Buy
411
+17
+4% +$9.58K 0.02% 580
2024
Q3 		$234K Buy
394
+1
+0.3% +$567 0.02% 554
2024
Q2 		$229K Buy
+393
New +$225K 0.02% 549

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Essex Financial Services's CHE Position: Q2 2026 in Review

Essex Financial Services opened a new position in Chemed (CHE) in Q2 2026: 430 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in CHE as recently as Q1 2025.

Essex Financial Services first reported a position in CHE in Q2 2024 and has held it in 5 quarters since. The position peaked at $242K in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Essex Financial Services held 430 shares of Chemed worth $200K as of Q2 2026.
  • Chemed was a new Essex Financial Services position in Q2 2026.
  • Chemed made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #807 holding.
  • Essex Financial Services first reported a position in Chemed in Q2 2024 and has held it in 5 quarters since.
  • Essex Financial Services's Chemed position peaked at $242K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.